more information Upload a contribution file

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1 Upload a contribution file more information About the Microsoft Excel contribution process Upload a contribution file is an online process that allows you to submit Microsoft Excel (Excel) contribution files through the Plan Sponsor Services website. This feature also allows you to view submitted contributions and the banking information on file for contribution payments. BEFORE YOU BEGIN Prepare for submission 1. Create an Excel spreadsheet using your payroll information. 2. If you are using multiple worksheets, the contribution being uploaded must be positioned as the first worksheet. 3. Columns must contain consistent information (e.g. a column titled Member number must only contain the employee number). 4. Member number cells must be formatted as TEXT cells. 5. Member numbers should be in the same format we used when your members were enrolled. For example: - SIN without dashes or spaces - Employee number with or without leading zeros, depending on your plan set up. 6. All data pertaining to each individual employee s contributions must be contained in a single row. 7. Ensure that spousal contributions appear as part of the applicable employee s row of data. 8. Once the spreadsheet is complete, save it with an.xls file extension in a folder that is accessible to your administrators who will be submitting the contribution. HELPFUL TIPS Open the file you are selecting for contribution in a separate window so that you can easily view its details while you complete the submission. Remove complex formulas (see page 6 for more information). Subtotals will be ignored if there are no member numbers in the subtotal rows. Header rows will be ignored if there are no dollar values in any of the fields in the header row(s). Rows will not be read if member numbers or contribution amounts are left blank. 1 Upload a contribution file

Access the feature Sign in to the Plan Sponsor Services website (www.sunlife.ca/sponsor) using your access ID and password. Select Group Retirement Services.

2 Access the feature Sign in to the Plan Sponsor Services website ( using your access ID and password. Select Group Retirement Services. Select Upload a contribution file from the Administration menu. Important: If there is inactivity on the Plan Sponsor Services website for longer than 18 minutes, the application will time out. You will have to return to the sign in to begin the process again. UPLOAD THE CONTRIBUTION FILE There are three steps to complete to upload your contribution file. You can cancel your contribution submission at any time during the process. All information collected, including the contribution file, will not be saved if you choose to cancel the submission. Step 1: Select your file Select the appropriate contribution group from the pull-down menu. Select the file to upload by selecting Browse. Enter the start and end date of the contribution period in dd/mm/yyyy format, or by selecting the calendar image to enter the dates. Enter the first and last spreadsheet row numbers that contain plan member data. Be aware of any hidden rows/columns or freeze panes, and be sure to capture this data. Select Continue to proceed to step 2. 2 Upload a contribution file

Step 2: Confirm columns and payment Part A: Confirm column headings Ensure the column letters (A, B, C, etc.) and the column headings that appear under these letters match those on your spreadsheet.

If your columns do not match, you may edit your column letters to match your spreadsheet. When asked do your columns match your spreadsheet, select No to edit your column headings.

Part B: Enter column totals Enter the totals for each column. Important: Contribution total is a running total that calculates the contribution data you input.

3 Step 2: Confirm columns and payment Part A: Confirm column headings Ensure the column letters (A, B, C, etc.) and the column headings that appear under these letters match those on your spreadsheet. Your column headings may be entered in any case (i.e. upper, lower, title or sentence). If the columns match, select Yes to proceed to part B. If your columns do not match, you may edit your column letters to match your spreadsheet. When asked do your columns match your spreadsheet, select No to edit your column headings. Important: Keep in mind that all future spreadsheets will carry the new column letter and heading combination. If you choose to return to the original set-up, select Cancel. Part B: Enter column totals Enter the totals for each column. Important: Contribution total is a running total that calculates the contribution data you input. It does not automatically refresh to show you the recalculation until you tab out of the field. Select Recalculate total and check that the information is correct. Select Continue to finalize your totals and proceed to part C. Important: You cannot return to this step. If you need to change the information, you must cancel the contribution and begin again with a new file saved under a new name. HELPFUL TIPS You must select Recalculate total in order to see final numbers. If you don t select Recalculate total, you will see incomplete information until you tab out of the field by selecting Continue. 3 Upload a contribution file

4 Part C: Enter payment details Enter the appropriate methods of payment for the contribution submission. Your payment methods may include: 1. Pre-authorized withdrawal from the banking information on file 1 2. Forfeiture withdrawal from the account on file limited to 95 per cent of applicable forfeiture balance (only available on defined contribution pension plans (DCPP) and deferred profit sharing plans (DPSP). Other payment amount provide details in the comment field. Check that contribution total and payment total are equal. If the payment total is greater than the contribution total, provide details in the comment field. Select Continue to proceed to step 3. Step 3: Confirm your address and send your file Confirm the address on file to receive a confirmation . Note: If you change your address here, it will not change in any other Sun Life Financial application. If your totals match, and the payment method is correct, submit your file. If you need to cancel your contribution submission, you may do so at this step and none of your information will be saved. 1 Banking information can be set up through the Add/Change banking option in the Administration drop down, if available for your plan. Otherwise, contact Sun Life Financial to set up or change your banking information. 4 Upload a contribution file

5 VIEW SUBMITTED CONTRIBUTIONS A history of submitted contribution files per contribution group is kept online for 25 months from the day of submission. To view a submitted contribution file, select view submitted contributions from the Administration menu. Cancelled files will be retained for two months, while error files will be retained for one month. You can access the contribution status, as well as the confirmation number and any errors if a file is cancelled. Current banking information may be viewed by selecting Banking information in the Administration menu. You re done! Select More information to access an online user guide that walks you through the contribution process. Need assistance? Please contact Sun Life Financial s Sponsor Care Centre, at , any business day from 8:30 A.M. to 4:30 P.M. (ET) or contact your Sun Life Financial Group Retirement Services representative. 5 Upload a contribution file

6 HELPFUL INFORMATION Contributions submitted twice or an incorrect file submitted If you have submitted an incorrect or duplicate file, please call your Sun Life Financial representative. Characters in numerical cells Characters, such as commas or dashes, in a numerical contribution cell will cause an error and your file will not balance. Before submission, please check that only numbers appear in the numerical value cells. Column set-up and moving Column descriptions on the website default to the previous submission. It is important to ensure the column descriptions match your current spreadsheet. Complex formulas Pulling information from other spreadsheets stored elsewhere will cause your file to fail. You must adjust your spreadsheet, removing any formulas that require a look up to another spreadsheet and then resubmit your file. Member number Member numbers must be populated on your spreadsheet in the agreed upon format in TEXT format cells. Rows where member numbers are missing will not be read. Multiple worksheets A worksheet is a tab within an Excel spreadsheet. Multiple worksheets, or tabs, need to be saved in separate files and uploaded individually as only the first worksheet in any uploaded spreadsheet will be read. Negative contributions Before submitting a negative contribution, please validate that the member has a positive account balance. Member negative contributions will be reviewed for legislative compliance and any pre-authorized withdrawal payment will be processed by Sun Life. Over payment / under payment Please call your Sun Life Financial administration team. Pre-authorized withdrawal If the contribution being processed exceeds your pre-authorized withdrawal limit, please call your Sun Life Financial representative. Product description changes If you require a product description change or addition, please call your Sun Life Financial representative. Totals unmatched If totals appear to be unmatched, remember that Excel may automatically round some numbers in your totals. Zero balances Remember to place zeros or leave cells blank when there are zero balances. Do not use dashes, or an error will occur. Viewing historical data This screen will display a directory of contributions submitted in date order. General information will include payroll group, grand total, contribution period, status and originator of process. To view detailed information, select the date of the file you wish to view. 6 Upload a contribution file Group retirement plans are provided by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. 09/13-RB-MJ

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Quick Reference Guide: General Budget Change In the USC Kuali system, every type of transaction is created and submitted in the form of an electronic document referred to as an edoc. The Kuali Financial